Purchases and Sales Made in Q4 2021 in Ishares Msci Usa Min Vol Facto (USMV)
This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MIN VOL FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.87K+ 1.9% |
$210K - $233K
|
154K
$13.8M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.85KNew |
$209K - $231K
|
2.85K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.82K+ 0.99% |
$207K - $229K
|
288K
$25.8M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.81KNew |
$206K - $227K
|
2.81K
$251K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.81K+ 56.1% |
$206K - $227K
|
7.81K
$699K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.79KNew |
$204K - $226K
|
2.79K
$250K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.79KNew |
$204K - $226K
|
2.79K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.75K+ 25.65% |
$201K - $222K
|
13.4K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.72KNew |
$200K - $221K
|
2.72K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.71K+ 5.12% |
$198K - $219K
|
55.6K
$4.98M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.67KNew |
$196K - $217K
|
2.67K
$239K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.67KNew |
$196K - $217K
|
2.67K
$239K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.67KNew |
$196K - $216K
|
2.67K
$239K
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
2.67KNew |
$195K - $216K
|
2.67K
$239K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
2.63KNew |
$193K - $213K
|
2.63K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.63K+ 47.07% |
$193K - $213K
|
8.21K
$735K
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.63KNew |
$193K - $213K
|
2.63K
$235K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.62KNew |
$192K - $213K
|
2.62K
$235K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.61K+ 0.95% |
$191K - $212K
|
278K
$24.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.61K+ 9.62% |
$191K - $212K
|
29.8K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.6KNew |
$190K - $211K
|
2.6K
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.59KNew |
$190K - $210K
|
2.59K
$232K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.58KNew |
$189K - $209K
|
2.58K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.57KNew |
$188K - $208K
|
2.57K
$230K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.54KNew |
$186K - $206K
|
2.54K
$227K
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
2.53KNew |
$186K - $205K
|
2.53K
$227K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.53KNew |
$185K - $205K
|
2.53K
$226K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.52K+ 101.82% |
$185K - $204K
|
5K
$447K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.52K+ 101.82% |
$185K - $204K
|
5K
$447K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.51K+ 2513.0% |
$184K - $204K
|
2.61K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.5KNew |
$183K - $203K
|
2.5K
$224K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.5KNew |
$183K - $203K
|
2.5K
$224K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2.5KNew |
$183K - $203K
|
2.5K
$224K
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
2.49K+ 2.97% |
$182K - $202K
|
86.3K
$7.72M
|
|
|
Jan 20, 2022
Q4 2021
|
Wealth Cmt
|
BUY
|
- |
2.48K+ 1.18% |
$182K - $201K
|
212K
$19M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.47K+ 3.55% |
$181K - $200K
|
72K
$6.45M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.45K+ 2.26% |
$180K - $199K
|
111K
$9.94M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
2.4K+ 4.72% |
$176K - $194K
|
53.2K
$4.76M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.3KNew |
$169K - $187K
|
2.3K
$206K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.29K+ 5.59% |
$168K - $185K
|
43.2K
$3.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.23K+ 222.5% |
$163K - $180K
|
3.23K
$289K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
2.18K+ 6.66% |
$160K - $177K
|
34.9K
$3.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.13K+ 2.32% |
$156K - $173K
|
94K
$8.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.1KNew |
$154K - $170K
|
2.1K
$188K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
2.1K+ 2.93% |
$154K - $170K
|
73.8K
$6.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
2.08K+ 47.7% |
$152K - $168K
|
6.43K
$576K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
2.06K+ 4.91% |
$151K - $167K
|
44K
$3.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.02K+ 0.58% |
$148K - $164K
|
350K
$31.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
2.01K+ 1.43% |
$148K - $163K
|
143K
$12.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.01K+ 73.46% |
$147K - $163K
|
4.74K
$425K
|